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Global Retirement Partners’s Wintrust Financial WTFC Stock Holding History

Global Retirement Partners’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$510K Buy
+3,171
New +$477K 0.01% 1024
2025
Q4 		$428K Buy
3,061
+1,133
+59% +$151K 0.01% 1034
2025
Q3 		$255K Buy
1,928
+349
+22% +$46.1K 0.01% 1059
2025
Q2 		$196K Buy
+1,579
New +$181K ﹤0.01% 1104
2024
Q4 		$46.9K Buy
376
+146
+63% +$18K ﹤0.01% 1646
2024
Q3 		$24.9K Sell
230
-147
-39% -$15.3K ﹤0.01% 1887
2024
Q2 		$37.2K Buy
377
+206
+120% +$20.2K ﹤0.01% 1694
2024
Q1 		$17.8K Sell
171
-14
-8% -$1.35K ﹤0.01% 1864
2023
Q4 		$17.4K Buy
185
+32
+21% +$2.65K ﹤0.01% 1827
2023
Q3 		$11.2K Buy
153
+14
+10% +$1.1K ﹤0.01% 1901
2023
Q2 		$10.1K Sell
139
-1
-0.7% -$68 ﹤0.01% 1961
2023
Q1 		$8.78K Buy
140
+111
+383% +$9.49K ﹤0.01% 1970
2022
Q4 		$2.45K Hold
29
– – ﹤0.01% 2286
2022
Q3 		$3K Hold
29
– – ﹤0.01% 2174
2022
Q2 		$2K Hold
29
– – ﹤0.01% 2301
2022
Q1 		$2K Buy
+29
New +$2.83K ﹤0.01% 2267
2021
Q4 		– Sell
-736
Closed -$59K – 1825
2021
Q3 		$59K Hold
736
– – 0.01% 800
2021
Q2 		$56K Buy
736
+5
+0.7% +$391 0.01% 810
2021
Q1 		$55K Buy
731
+105
+17% +$7.5K 0.01% 760
2020
Q4 		$38K Buy
626
+60
+11% +$3.23K ﹤0.01% 827
2020
Q3 		$23K Buy
566
+8
+1% +$342 ﹤0.01% 884
2020
Q2 		$24K Buy
558
+259
+87% +$10.3K ﹤0.01% 852
2020
Q1 		$10K Buy
299
+11
+4% +$611 ﹤0.01% 1045
2019
Q4 		$20K Buy
288
+68
+31% +$4.53K ﹤0.01% 940
2019
Q3 		$14K Hold
220
– – ﹤0.01% 1040
2019
Q2 		$16K Buy
+220
New +$16.1K ﹤0.01% 993

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Global Retirement Partners's WTFC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Wintrust Financial (WTFC) in Q2 2026: 3,171 shares worth $510K. The stake represents 0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WTFC as recently as Q4 2025.

Global Retirement Partners first reported a position in WTFC in Q2 2019 and has held it in 26 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Global Retirement Partners held 3,171 shares of Wintrust Financial worth $510K as of Q2 2026.
  • Wintrust Financial was a new Global Retirement Partners position in Q2 2026.
  • Wintrust Financial made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1024 holding.
  • Global Retirement Partners first reported a position in Wintrust Financial in Q2 2019 and has held it in 26 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.